Assistant not using call transfer tool
# support
s
I have a cold call agent with a very good prompt but when i added my call transfer tool to the assistant its all gone out the window. Does anyone have a good idea of how i can fix this?
I want to note im using a tool and not the predifend transfer tool because i want there to be a warm transfer. between the Ai agent and the live Agent.
v
Try updating your assistant's system prompt to explicitly instruct when to use the transfer tool. For example:
Copy code
json
{
  "model": {
    "messages": [
      {
        "role": "system",
        "content": "If the user asks to be transferred, use the transferCall function with the correct destination. Otherwise, continue the conversation as usual."
      }
    ],
    "tools": [
      {
        "type": "transferCall",
        "destinations": [
          { "type": "number", "number": "+1234567890", "message": "Transferring your call now." }
        ]
      }
    ]
  }
}
This direct instruction often resolves the issue of the assistant not triggering the transfer tool as expected. Reference: [Vapi Docs – Transfer Call Tool](https://docs.vapi.ai/tools/default-tools#transfer-call) Sources: - [Default Tools: Transfer Call](https://docs.vapi.ai/tools/default-tools#transfer-call) - [Call Forwarding: Instructing the Assistant](https://docs.vapi.ai/call-forwarding#instructing-the-assistant)
s
@Vapi Support Bot I got the tool to work but if I want the tool to get the customer name then give it to the live agent how would I do that
v
Message marked as helpful by @Sparks! 🎉
v
To pass the customer's name to the live agent during a warm transfer, include the name as a dynamic variable in your transfer tool's summary or message. For example:
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json
"summaryPlan": {
  "enabled": true,
  "messages": [
    { "role": "system", "content": "Please provide a summary of the call." },
    { "role": "user", "content": "The customer's name is {{name}}. Here is the transcript:\n\n{{transcript}}\n\n" }
  ]
}
Make sure your assistant collects and sets the
name
variable before the transfer. This will ensure the live agent receives the customer's name as part of the transfer summary. Reference: [Vapi Docs – Warm Transfer with Summary](https://docs.vapi.ai/call-forwarding#4-warm-transfer-with-wait-and-say-summary) Sources: - [Vapi Docs – Warm Transfer with Wait and Say Summary](https://docs.vapi.ai/call-forwarding#4-warm-transfer-with-wait-and-say-summary) - [Vapi Docs – Dynamic Variables](https://docs.vapi.ai/assistants/dynamic-variables)
k
Use warm transfers with call summaries, clearly define transfer functions and triggers in your assistant, implement dynamic transfer logic via your server, and thoroughly test and refine the setup..
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